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Emerging Information Systems Financial Planning Software
NaviPlan and Profiles Financial Planning Software news, reviews, and announcements.

• Fidelity Investments launches a $50 million wealth management platform powered by EISI technology
  Fidelity Investments has just announced the revolutionary release of Fidelity WealthCentral®, a powerful Web-based wealth management platform that leverages EISI’s NaviPlan Central ASP technology and software.
• EISI’s financial planning software still the No.1 choice among advisors
  In Financial Planning magazine’s second annual software survey of more than 350 advisors, EISI maintained its lead as the most widely-used vendor of financial planning software.
• EISI continues to be a leader among the top financial planning software vendors, reports Celent
  EISI’s NaviPlan and Profiles software were again ranked in the top quartile among financial planning technology vendors in Celent’s ABCD Vendor View report.
• EISI lands sweet spot on Software Magazine’s 2008 Software 500 list
  EISI’s phenomenal growth rate in fiscal 2007 landed it a coveted spot on Software Magazine’s list of the world’s largest software and service providers.
• Four of Canada’s 'big six' financial institutions use EISI’S NaviPlan to offer more holistic client services
  This autumn marks a major milestone for EISI with four of Canada’s top six financial institutions deploying the latest NaviPlan technology.
• EISI among the province's most desirable places to work
  For the second consecutive year; EISI has made Manitoba’s list of top employers.
• EISI Introduces New Software for Canadian Advisors
  EISI today announced a new product for advisors called NaviPlan Standard Offline. The development objectives for NaviPlan Standard Offline centred on accelerating the financial planning process and helping advisors build more profitable client relationships.
• ASP platform increasing in popularity, says EISI product expert
  While the features and functionality in financial planning software packages continuously evolves; the way advisors access their software has changed dramatically over the past few years.
• EISI Set to Launch New Financial Planning Program in Canada
  In August 2008, EISI will launch an exciting financial planning program for Canadian advisors: NaviPlan Standard Offline.
• EISI set to facilitate advisors’ back-office activities
  Explains Antoinette Alexander in her Accounting Technology article The Art of Aggregation, account aggregation has “become ingrained in the online banking and wealth management services offered by financial institutions.”
• EISI Rolls Out New Versions of Profiles and NaviPlan Software
  Emerging Information Systems Inc. (EISI), developer of NaviPlan and Profiles financial planning software, today announced software upgrades for both product suites. New versions of Profiles Professional and Profiles Forecaster are scheduled for release in mid-July 2008. The NaviPlan Standard upgrade is now available.
• EISI releases new versions of Profiles & NaviPlan
  EISI has just announced new releases of its Profiles and NaviPlan products (Profiles Professional v9.0; Profiles Forecaster v4.0; NaviPlan Standard v11.2).
• New way to purchase Profiles & NaviPlan
  Profiles and NaviPlan software and additional materials can now be purchased via EISI’s Web site.
• NaviPlan & Profiles are a world-class toolset
  In Accounting Today’s 2008 roundup of retirement planning applications, author Dave McClure explains that while retirement planning functions don’t tend to change much from year to year, NaviPlan and Profiles are evolutionary.
• NaviPlan Extended earns top marks in CPA Technology Advisor’s annual review of estate planning systems
  With an overall rating of five out of a possible five stars for ease-of-use, basic functionality, calculations, presentation tools, training and support, and relative value; NaviPlan Extended shines in the CPA Technology Advisor’s annual review of estate planning systems.
• New Versions of NaviPlan Software Coming Soon
  Progress reporting tools help advisors build more profitable client relationships
• New Versions of Profiles Software Coming Soon
  Focus on retirement planning features that help advisors win more business - In the five to 10 years prior to entering retirement, people become more acutely aware of their future needs and make significant and often permanent decisions about their finances. They are more likely to take advice and even consolidate assets for easier income management. For millions of investors, that transition time is now.
• EISI earns spot on Canada's premier ranking of IT companies
  In its continued effort to highlight Canada’s top IT companies, the Branham Group has just released its annual Branham300 Top Technology Companies list, which has become the premier ranking of Canadian tech companies.
• EISI’s pre-eminent planning tools in the top quartile, reports Celent
  Celent LLC, a research firm in Boston, recently evaluated 15 retirement-planning applications for their ability to handle the post-accumulation planning phase. Included in Celent’s detailed ABCD Vendor View report, which looks at Advanced Technology, Breadth of Functionality, Customer Base, and Depth of Client Services, were EISI’s industry-leading applications: NaviPlan Standard, NaviPlan Extended, and Profiles Professional.
• Impossible to be all things to all people? EISI comes close.
  'EISI is one of the strongest developers in the software market for financial planning, including the front-end processes of basic analysis,' writes Dave McClure in his software review 'One Size Doesn’t Fit All' for WebCPA.
• NaviPlan & Profiles: Best in class
  In this time of economic uncertainty, investors are looking to modify and in some cases recreate their financial plans to improve their personal financial outlook.
• Fidelity’s revolutionary WealthCentral platform a conglomerate of best-of-breed technology
  To provide a centralized, integrated, platform from which to deliver customer relationship management, financial planning, and back-office services to its independent RIA's; Fidelity has engaged in a $50 million dollar project that will bring the best-of-the-best together in a single platform.
• Financial Planning Software Survey: EISI is the most popular planning software company
  The first annual software survey by Financial Planning magazine reveals that EISI's financial planning programs are the most widely-used tools. In this survey, 22% of respondents name Profiles as their software of choice and 15% use NaviPlan. The article states: EISI's total of 37.2% makes it your most popular planning software company.
• Four wins in a row!
  For the fourth consecutive year, EISI has been awarded the CPA Wealth Provider Financial Planning Award in the Software Vendor category.
• Financial Planning key to differentiation in the banking business
  Banks are struggling to differentiate themselves in what has become a relatively homologous industry, writes David Port in the article “Have it Your Way” for Bank Advisor magazine. However, they are learning to compete more effectively by implementing financial planning tools that accommodate the